Include Fund Name with Profile Reports.
When running a report of profiles for Fund Representatives, Fund Advisors, Interested Parties, Fund Founders etc...we need to have a field in the report that shows the Fund Name that those profiles are associated with. When you look at an individual profile the associated Fund Name is listed. The exported report includes many fields of lesser used data so including the Fund Name should not be that difficult to add.
Available in custom reports. Use the Fund Advisor Fund report. This will allow you to list profiles and funds. Use filters to limit to the ones you want. Also, include profile ID on the report and then you will have the links on the left menu to add to a campaign, add/remove profile types, etc to make working with the list easier.
I would dearly like to invite all of my agency fund advisors to an investment meeting, and cannot figure out how to export that information!